Nicholas Filano
Nicholas Filano is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Radnor, PA, with 12 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is an investment advisor representative and financial advisor at McAdam LLC, an RIA, dedicating about a full-time workload to this role. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage on an as-needed basis.
Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
Mcadam LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Shane Sweigart, CFPMadison Avenue Securities, LLC
- Patrick ChirchirilloMadison Avenue Securities, LLC
- Anthony Chirchirillo, CFPMadison Avenue Securities, LLC
- Sean Morrissey, CFPMadison Avenue Securities, LLC
- Bryan Cooney, CFPMadison Avenue Securities, LLC
- Kiran Sweigart, CFPMadison Avenue Securities, LLC